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Side-by-side financial comparison of ESCO TECHNOLOGIES INC (ESE) and Iridium Communications Inc. (IRDM). Click either name above to swap in a different company.
ESCO TECHNOLOGIES INC is the larger business by last-quarter revenue ($289.7M vs $219.1M, roughly 1.3× Iridium Communications Inc.). ESCO TECHNOLOGIES INC runs the higher net margin — 9.9% vs 9.9%, a 0.0% gap on every dollar of revenue. On growth, ESCO TECHNOLOGIES INC posted the faster year-over-year revenue change (17.3% vs 1.9%). Over the past eight quarters, ESCO TECHNOLOGIES INC's revenue compounded faster (7.8% CAGR vs 4.4%).
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
Iridium Communications Inc. is a publicly traded American company headquartered in McLean, Virginia, United States. Iridium operates the Iridium satellite constellation, a system of 80 satellites: 66 are active satellites and the remaining fourteen function as in-orbit spares. Iridium Satellites are used for worldwide voice and data communication from handheld satellite phones, satellite messenger communication devices and integrated transceivers, as well as for two-way satellite messaging se...
ESE vs IRDM — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $289.7M | $219.1M |
| Net Profit | $28.7M | $21.6M |
| Gross Margin | 41.4% | — |
| Operating Margin | 13.2% | 23.2% |
| Net Margin | 9.9% | 9.9% |
| Revenue YoY | 17.3% | 1.9% |
| Net Profit YoY | 22.2% | — |
| EPS (diluted) | $1.11 | — |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $219.1M | ||
| Q4 25 | $289.7M | $212.9M | ||
| Q3 25 | $286.5M | $226.9M | ||
| Q2 25 | $296.3M | $216.9M | ||
| Q1 25 | $265.5M | $214.9M | ||
| Q4 24 | $247.0M | $213.0M | ||
| Q3 24 | $298.5M | $212.8M | ||
| Q2 24 | $260.8M | $201.1M |
| Q1 26 | — | $21.6M | ||
| Q4 25 | $28.7M | $24.9M | ||
| Q3 25 | $218.7M | $37.1M | ||
| Q2 25 | $26.1M | $22.0M | ||
| Q1 25 | $31.0M | $30.4M | ||
| Q4 24 | $23.5M | $36.3M | ||
| Q3 24 | $34.3M | $24.4M | ||
| Q2 24 | $29.2M | $32.3M |
| Q1 26 | — | — | ||
| Q4 25 | 41.4% | — | ||
| Q3 25 | 45.9% | — | ||
| Q2 25 | 41.2% | — | ||
| Q1 25 | 41.1% | — | ||
| Q4 24 | 39.8% | — | ||
| Q3 24 | 40.1% | — | ||
| Q2 24 | 39.6% | — |
| Q1 26 | — | 23.2% | ||
| Q4 25 | 13.2% | 25.9% | ||
| Q3 25 | 17.2% | 30.9% | ||
| Q2 25 | 11.2% | 23.2% | ||
| Q1 25 | 15.3% | 28.1% | ||
| Q4 24 | 11.4% | 24.5% | ||
| Q3 24 | 14.8% | 25.8% | ||
| Q2 24 | 14.3% | 21.7% |
| Q1 26 | — | 9.9% | ||
| Q4 25 | 9.9% | 11.7% | ||
| Q3 25 | 76.3% | 16.4% | ||
| Q2 25 | 8.8% | 10.1% | ||
| Q1 25 | 11.7% | 14.2% | ||
| Q4 24 | 9.5% | 17.1% | ||
| Q3 24 | 11.5% | 11.5% | ||
| Q2 24 | 11.2% | 16.1% |
| Q1 26 | — | — | ||
| Q4 25 | $1.11 | $0.24 | ||
| Q3 25 | $8.43 | $0.35 | ||
| Q2 25 | $1.01 | $0.20 | ||
| Q1 25 | $1.20 | $0.27 | ||
| Q4 24 | $0.91 | $0.30 | ||
| Q3 24 | $1.32 | $0.21 | ||
| Q2 24 | $1.13 | $0.27 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $103.8M | — |
| Total DebtLower is stronger | $145.5M | — |
| Stockholders' EquityBook value | $1.6B | — |
| Total Assets | $2.4B | — |
| Debt / EquityLower = less leverage | 0.09× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $103.8M | $96.5M | ||
| Q3 25 | $101.3M | $88.5M | ||
| Q2 25 | $78.7M | $79.3M | ||
| Q1 25 | $57.4M | $50.9M | ||
| Q4 24 | $71.3M | $93.5M | ||
| Q3 24 | $66.0M | $159.6M | ||
| Q2 24 | $63.0M | $63.5M |
| Q1 26 | — | — | ||
| Q4 25 | $145.5M | $1.8B | ||
| Q3 25 | $186.0M | — | ||
| Q2 25 | $525.0M | — | ||
| Q1 25 | $88.0M | — | ||
| Q4 24 | $112.0M | $1.8B | ||
| Q3 24 | $122.0M | — | ||
| Q2 24 | $173.0M | — |
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | $462.6M | ||
| Q3 25 | $1.5B | $450.5M | ||
| Q2 25 | $1.3B | $473.6M | ||
| Q1 25 | $1.3B | $518.4M | ||
| Q4 24 | $1.2B | $576.6M | ||
| Q3 24 | $1.2B | $663.8M | ||
| Q2 24 | $1.2B | $786.7M |
| Q1 26 | — | — | ||
| Q4 25 | $2.4B | $2.5B | ||
| Q3 25 | $2.4B | $2.6B | ||
| Q2 25 | $2.5B | $2.6B | ||
| Q1 25 | $1.8B | $2.6B | ||
| Q4 24 | $1.8B | $2.7B | ||
| Q3 24 | $1.8B | $2.8B | ||
| Q2 24 | $1.8B | $2.7B |
| Q1 26 | — | — | ||
| Q4 25 | 0.09× | 3.80× | ||
| Q3 25 | 0.12× | — | ||
| Q2 25 | 0.40× | — | ||
| Q1 25 | 0.07× | — | ||
| Q4 24 | 0.09× | 3.05× | ||
| Q3 24 | 0.10× | — | ||
| Q2 24 | 0.14× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $68.9M | — |
| Free Cash FlowOCF − Capex | $63.0M | — |
| FCF MarginFCF / Revenue | 21.7% | — |
| Capex IntensityCapex / Revenue | 2.0% | 13.7% |
| Cash ConversionOCF / Net Profit | 2.40× | — |
| TTM Free Cash FlowTrailing 4 quarters | $239.6M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $68.9M | $108.6M | ||
| Q3 25 | $109.9M | $100.8M | ||
| Q2 25 | $73.7M | $129.6M | ||
| Q1 25 | $24.1M | $61.1M | ||
| Q4 24 | $34.2M | $104.8M | ||
| Q3 24 | $72.1M | $118.6M | ||
| Q2 24 | $36.2M | $81.1M |
| Q1 26 | — | — | ||
| Q4 25 | $63.0M | $75.1M | ||
| Q3 25 | $97.8M | $79.2M | ||
| Q2 25 | $64.9M | $108.9M | ||
| Q1 25 | $14.0M | $36.5M | ||
| Q4 24 | $29.0M | $80.5M | ||
| Q3 24 | $60.9M | $100.0M | ||
| Q2 24 | $27.6M | $68.7M |
| Q1 26 | — | — | ||
| Q4 25 | 21.7% | 35.3% | ||
| Q3 25 | 34.1% | 34.9% | ||
| Q2 25 | 21.9% | 50.2% | ||
| Q1 25 | 5.3% | 17.0% | ||
| Q4 24 | 11.7% | 37.8% | ||
| Q3 24 | 20.4% | 47.0% | ||
| Q2 24 | 10.6% | 34.2% |
| Q1 26 | — | 13.7% | ||
| Q4 25 | 2.0% | 15.7% | ||
| Q3 25 | 4.2% | 9.5% | ||
| Q2 25 | 3.0% | 9.5% | ||
| Q1 25 | 3.8% | 11.4% | ||
| Q4 24 | 2.1% | 11.4% | ||
| Q3 24 | 3.8% | 8.7% | ||
| Q2 24 | 3.3% | 6.2% |
| Q1 26 | — | — | ||
| Q4 25 | 2.40× | 4.37× | ||
| Q3 25 | 0.50× | 2.71× | ||
| Q2 25 | 2.83× | 5.90× | ||
| Q1 25 | 0.78× | 2.01× | ||
| Q4 24 | 1.46× | 2.88× | ||
| Q3 24 | 2.10× | 4.85× | ||
| Q2 24 | 1.24× | 2.51× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ESE
| US Government | $98.0M | 34% |
| Utility Solutions Group | $87.5M | 30% |
| RF Shielding And Test | $58.3M | 20% |
| Commercial | $45.8M | 16% |
| Related Party | $1.3M | 0% |
IRDM
| Voice and data | $57.4M | 26% |
| IoT data (2) | $46.0M | 21% |
| Government | $39.5M | 18% |
| Government service revenue (5) | $27.6M | 13% |
| Subscriber equipment | $20.2M | 9% |
| Hosted payload and other data service (4) | $14.8M | 7% |
| Broadband (3) | $12.2M | 6% |
| Commercial | $1.3M | 1% |
